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Justin W

CFP®, Series 66

Madison, AL

Edward Jones

Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Davis W

Series 66

Madison, AL

Edward Jones

Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Business Financial Management Military & Veterans Engineering Professional
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Tucker W

Series 66

Athens, AL

Edward Jones

Tucker Walters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he held roles at several companies including ServiceTitan and Salesforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Thomas M

Series 66

Madison, AL

Edward Jones

Thomas Mitchell is a Series 66-licensed financial advisor with Edward Jones, based in Madison, AL. He has one year of experience in the industry and previously worked for TJX Companies for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Grant C

Series 66

Madison, AL

Edward Jones

Grant Chandler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at ServisFirst Bank and was involved with In Bloom Floral Design and the YMCA in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Joshua D

CFP®, Series 66

Madison, AL

LPL Financial

Joshua Daily is a financial advisor with LPL Financial in Madison, Alabama, holding the CFP® designation and Series 66 license with 13 years of industry experience. His prior experience includes roles at Redstone Federal Credit Union, Regions Bank, Cetera, Wells Fargo, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Miranda Y

ChFC®, Series 65, Series 66

Huntsville, AL

Edward Jones

Miranda Yount is a ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Rodan & Fields and Oak Tree Financial Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive Women's Finance Widow/Widower
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Brandon W

Series 63, Series 65

Madison, AL

Wells Fargo Clearing

Brandon White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and offers both brokerage and advisory solutions based on research, analytics, and modern portfolio theory.

Retired Founder/Business Owner
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Hannah J

Series 66

Madison, AL

Edward Jones

Hannah Jenkins is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Nova Bank and has a background in education spanning from 2005 to 2019. She was also involved with Champion Cheer Athletics in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Real estate investing Engineering Professional Women's Finance Women Professionals
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Gunnar B

Series 66

Madison, AL

Edward Jones

Gunnar Birgisson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at WG Financial Group and Be Seen Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
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Stephen J

Series 63, Series 65

Madison, AL

LPL Financial

Stephen Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2007. Jackson also engages in the sale of fixed insurance as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jordan P

Series 63, Series 65

Madison, AL

LPL Enterprise

Jordan Pritchard is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he held various roles including at Mississippi Safety Services and educational institutions. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Tax-loss harvesting
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